Rebecca Montes

Rebecca Montes is a Client Specialist, serving clients in Edge’s Dallas office. Rebecca works with Portfolio Managers and Senior Investment Advisers to meet clients’ daily needs. Rebecca previously worked as an Investment Analyst in San Antonio, Texas and is a CFA Level II Candidate.

Rebecca was born and raised in El Paso, Texas. She attended St. Mary’s University in San Antonio on an academic scholarship where she earned a Bachelor of Arts in Finance. Rebecca actively encourages women to pursue careers in finance through her volunteer work with CFA Dallas/Fort Worth and Texas Wall Street Women. In 2016, Rebecca traveled to Senegal, West Africa on a medical mission trip. She describes it as the best experience of her life and can’t wait to go back. Rebecca also loves spending time with her Yorkie, Penny.

Rebecca Montes

Associate - Client Specialist

Dallas, TX



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